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Preview Invoices

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One of the actions available in the Invoice Section and Billing Section is the ability to preview invoices. Depending upon your configuration, the display of invoices can vary. Below, you will find descriptions of some of the ways your invoices may be displayed.

 

  1. In the Invoice or Billing section, search for the invoice to preview.

  2. Select the invoice and then choose Preview Invoice from the Actions menu or Shortcuts in the Invoice section, or double-click the invoice in the Billing section. The invoice will be displayed as configured at your site. Your invoice may also include attached time cards. For more information on attaching time cards, see Attach Timecards to Invoices. The following are examples of how the invoice may be displayed.





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